Valda JordanValda Jordan, CFP®, CRPC®Wealth Advisor
About Valda
Valda Jordan is a Wealth Advisor at J.P. Morgan Wealth Management.
Valda draws on more than a decade of significant experience to offer complex financial strategies to affluent individuals. Her clients, who include professional athletes, entertainers, successful entrepreneurs and C-suite executives across the nation, are ambitious and self-disciplined, driven by a strong personal desire to accomplish meaningful, important goals.
Valda understands the personal nature of wealth management and creates a safe space for clients to discuss their financial aspirations. She is known as someone who places each individual's needs front and center, and her strength can be found in her in-depth discovery process of getting to know her clients and the details of their unique story. By assessing a client's needs across both sides of the balance sheet, Valda delivers holistic and goals-based guidance through a comprehensive wealth plan. She couples a boutique level of service with the powerful resources of a global leader to best serve her clients and their families.
Before joining J.P. Morgan in 2022, Valda spent nine years as a Financial Advisor at Merrill Lynch. Previously, she was a Financial Advisor at Principal Financial Group and worked in offshore private banking at Crédit Agricole Indousez. She possesses a passion for entrepreneurship and is a sought-after sounding board, helping clients flesh out ideas for building and improving their businesses, and gaining access to resources.
A graduate of Dalhousie University in Nova Scotia, Canada, Valda earned a B.A. with an advanced major in Economics. She also holds an M.B.A. in International Business from the University of Miami and a Diploma in French Language from Université de Droit et D'Economie D'Aix-Marseille in France. In addition, she holds the Chartered Retirement Planning CounselorSM (CRPC®) and the CERTIFIED FINANCIAL PLANNER® (CFP®) designations.
Valda was born in California and grew up in the Caribbean. She enjoys the local cuisine, culture and beautiful turquoise beaches of the islands. She now resides in Houston, Texas, and finds any crystal blue coastline an ideal vacation spot for remembering her roots.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Chartered Retirement Planning CounselorSM or CRPC® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
Insights
What to consider when you’re considering alternative investments
March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
On the rocky road to tax cuts
March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read Now
March 2025 Fed meeting: Interest rates kept steady, slower economic growth projected
March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read Now
Building a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read Now
What to know about tax-aware borrowing
March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
Navigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now
Wealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
Insulate your investment strategy with a portfolio line of credit
March 18, 2025A portfolio line of credit can be an alternative source of liquidity which can help an investor avoid having to liquidate securities and upset their investment strategy and possible trigger capital gains.Read Now
Alternative Investments in 2025: Our top five themes to watch
March 18, 2025Normalizing rates and new growth drivers appear poised to transform private markets, creating potential opportunities.Read NowWhat to consider when you’re considering alternative investments
March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowOn the rocky road to tax cuts
March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read NowMarch 2025 Fed meeting: Interest rates kept steady, slower economic growth projected
March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read NowBuilding a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read NowWhat to know about tax-aware borrowing
March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read NowNavigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read NowWealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read NowInsulate your investment strategy with a portfolio line of credit
March 18, 2025A portfolio line of credit can be an alternative source of liquidity which can help an investor avoid having to liquidate securities and upset their investment strategy and possible trigger capital gains.Read NowAlternative Investments in 2025: Our top five themes to watch
March 18, 2025Normalizing rates and new growth drivers appear poised to transform private markets, creating potential opportunities.Read Now